Go to Setup and type Data Category in the Quick Find box. Select Data Category Setup. A list of existing category groups will appear. Point and hover your cursor over the desired category group, then click the icon signifying the Edit Category Group option.
- Enter Default Data Category in the Quick Find box and select Default Data Category Visibility.
- Next to Solar Installation & Maintenance, click Edit.
- Under Category Group Visibility select All Categories.
- Click Save.
- Repeat steps 2–4 for Support Options.
How do I create a support category in Salesforce?
Fill in the information. Click Save. Under Categories in Support Options, enter Product Support and click Add. Enter Billing Support and click Add. Enter Order Support and click Add. Click Save. Finally, activate the data category groups that you just created.
How do I set up support categories?
Click Save. Under Categories in Support Options, enter Product Support and click Add. Enter Billing Support and click Add. Enter Order Support and click Add. Click Save. Finally, activate the data category groups that you just created.
How do I activate the data category groups that I just created?
Finally, activate the data category groups that you just created. On the left-hand side under Inactive Category Groups, hover over Solar Installation & Maintenance. Click the key icon to Activate.
How do I change the default data category visibility?
Enter Default Data Category in the Quick Find box and select Default Data Category Visibility. Next to Solar Installation & Maintenance, click Edit. Under Category Group Visibility select All Categories.
How do I change categories in Salesforce?
From Setup, enter Data Category in the Quick Find box, then select Data Category Setup. Click a category group name. Optionally, click Expand All to display the full category hierarchy, or Collapse All to display only the top-level categories. To edit a category's name or its unique API name, double-click it.
How do you add data categories?
Assigning Data Categories Go to “Setup” and look for the “Quick Find” box. Search for “Data Category Assignments” under the Articles zone. Click “Edit” then choose the categories you want to assign. Click “Save.”
How do I create a category in Salesforce Knowledge?
To create a category group, click New in the Category Groups section. Specify the Group Name up to a maximum of 80 characters. This name appears as the title of the category dropdown menu on the Article Management and Articles tabs, and, if applicable, in the public knowledge base.
How do I add a subcategory in Salesforce?
Create a SubcategorySelect Merchant Tools > Site > Products and Catalogs > Catalogs.Click the category to which you want to add a subcategory.To show the category in your storefront, complete the category fields, and select the Online checkbox. ... Click Apply.
How do I create a data category in Salesforce?
Create Data Category GroupsClick the Setup gear. ... Enter Data Category Setup in the Quick Find box and select Data Category Setup.Fill in the information. ... Click Save.In the Categories in Solar Installation & Maintenance textbox, enter Solar Panels and click Add.Enter Inverters and click Add.More items...
How do I use data categories in Salesforce?
If you want to use data categories with Answers, after creating your category group you must assign it from Setup by entering Data Category Assignments in the Quick Find box, then selecting Data Category Assignments under Answers. You can only assign one category group to an answers community.
What are Salesforce categories?
Category groups are used by Salesforce Knowledge (articles), answers (questions), or ideas. In all cases, category groups are containers for individual data categories. For example, a Contracts category group sometimes contains Fixed Price, Cost Reimbursement, and Indefinite Delivery categories.
How do I find categories in Salesforce?
As an end user, you can navigate the categories on the Articles tab or Answers tab to find the information you need to solve your problem. If your organization has Salesforce Knowledge and an answers community, you can create separate category groups or use the same category group for articles and questions.
What is data category?
Data Categories define, at a high level, the types of data that your organization uses. Having this higher-level definition of data makes it easier to understand which of your Policies pertain to which types of data. Examples of data categories: sensitive personal data, health data, basic personal data.
How do you create categories and subcategories?
0:173:19TOPdesk Tutorials | How to create categories and subcategoriesYouTubeStart of suggested clipEnd of suggested clipFirst click on the navigation. Button then go to settings. Open the functional settings and click onMoreFirst click on the navigation. Button then go to settings. Open the functional settings and click on categories and subcategories the main categories are shown in bold.
What is a category structure?
In general terms, a category is a unit of knowledge. Categories are organized in a tree structure; "Example Category Tree" shows an example.
How do I create categories and subcategories in Shopify?
Create sub-collections via the navigation menuStep 1: Log in to your Shopify store. First, log into the Shopify store with your credentials.Step 2: Click on the “Navigation” ... Step 3: Click on “Add menu” ... Step 4: Add menu items. ... Step 5: Add collections. ... Step 6: Drag the sub-collections. ... Step 7: Save menu.
Create Data Category Groups
First, create a Solar Installation & Maintenance data category for articles related to installation and maintenance.
Customize Data Category Visibility
Ada needs to have access to all of the data category groups at Ursa Major Solar. Ensure she’s able to see all data categories by adjusting her Knowledge Manager permission set.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
2. Delete the exported and existing DataCategorySelection records
Note: This step is not required if you're only adding new assignments however, if you're updating it may be easier to delete existing article data category assignments and start with a 'clean slate' to ensure that only the assignments you specify in your file are applied to existing articles.
3. Prepare a file to insert your desired Data Category Assignments for articles
Note: This process requires manual creation of a new file or manipulation of your export file and you'll need to ensure that you have created a unique row for each data category you would like to assign to each article.
What is a category group?
In summary, Category Groups are great ways to organize Knowledge articles and Chatter Answers questions, ideas, and answers. The feature allows you to group related information together in a convenient way.
Can you create help texts in Salesforce?
Salesforce users can create help texts and share questions and ideas about the platform using Salesforce Knowledge and Chatter. But with the vast number of articles and questions available, it might be hard to classify them properly in the Salesforce platform.